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Name Holding Trade Value Shares
Change
Change in
Stake
QIM
1601
Quest Investment Management
Oregon
$344K -$14.4K -912 -4%
QFA
1602
Quantum Financial Advisors
California
$344K +$6.77K +429 +2%
MSWM
1603
McGlone Suttner Wealth Management
Wisconsin
$344K +$16.5K +1,042 +5%
LW
1604
Lauer Wealth
Indiana
$343K +$28.2K +1,787 +10%
RB
1605
Renasant Bank
Mississippi
$343K +$20.5K +1,300 +7%
GWANC
1606
Guardian Wealth Advisors (North Carolina)
North Carolina
$343K +$42.5K +2,690 +15%
DS
1607
DRW Securities
Illinois
$342K -$124K -7,877 -28%
SWP
1608
Summit Wealth Partners
Florida
$342K -$8.87K -562 -3%
FFA
1609
First Foundation Advisors
California
$341K -$289K -18,292 -47%
SC
1610
SouthState Corp
Florida
$341K -$55.4K -3,508 -15%
EWA
1611
Encompass Wealth Advisors
Oregon
$341K -$211K -13,391 -40%
LI
1612
Lafayette Investments
Maryland
$341K -$5.13K -325 -2%
CWP
1613
CFM Wealth Partners
Texas
$341K -$49.5K -3,136 -13%
CIC
1614
Carnegie Investment Counsel
Ohio
$341K -$27K -1,712 -8%
TGAM
1615
TBH Global Asset Management
Tennessee
$340K +$20.5K +1,296 +7%
IGWM
1616
ICA Group Wealth Management
Colorado
$340K -$15.8K -999 -5%
WI
1617
Wedgewood Investors
Pennsylvania
$340K -$13.2K -839 -4%
AHL
1618
Abel Hall LLC
Louisiana
$340K +$320K +20,280 New
FFBTD
1619
First Financial Bank - Trust Division
Ohio
$340K -$23.8K -1,505 -7%
SVWAG
1620
Sound View Wealth Advisors Group
Georgia
$340K -$23.3K -1,475 -7%
CGH
1621
CMG Global Holdings
Texas
$340K +$5.19K +329 +2%
APG
1622
Abacus Planning Group
South Carolina
$339K -$6.33K -401 -2%
SWA
1623
SOA Wealth Advisors
New York
$339K -$11K -696 -3%
CGA
1624
Crescent Grove Advisors
Illinois
$339K +$7.89K +500 +3%
SSA
1625
Sierra Summit Advisors
Nevada
$338K +$318K +20,168 New